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- ...are resolved timeously Requirements A relevant tertiary qualification, such as a BCom or similar Completed or working towards CFP certification will be advantageous A minimum of two years experience in a paraplanning or similar support role Strong...
- ...Matric Successfully completed the Class of Business exam Successfully completed the RE5 exam Certified Financial Planner (CFP) or an equivalent full qualification (NQF Level 6 with 20 credits) Currently registered with the Financial Sector Conduct Authority...
- ...Education: A completed Bachelor of Laws (LLB) or equivalent Law Degree. Professional Qualifications: Certified Financial Planner (CFP) status. Experience: 5 to 7 years of relevant legal and advisory experience within a Financial Services Provider (FSP), with a dedicated...
- ...Minimum 3 years' Business Development Executive experience within the investments/financial services industry RE5 is mandatory CFP qualifications are highly advantageous Existing advisor/client portfolio preferred Strong relationship management,...
- ..., Marketing, BusinessAdministration, Sales or a related discipline. RE 1 and RE 5 (Advantageous) Diploma in financial planning, CFP (Advantageous) Experience Required: Minimum of five years’ relevant experience in financial services sales,business development,...
- ...Fluency in English and Afrikaans (spoken and written) Relevant degree (BCom/BusSci/Hons preferred) RE5 regulatory exam completed CFP® qualification (or studying towards it) highly advantageous Proficiency in MS Office (Word, Excel, PowerPoint) Strong...
- ...services. Minimum Requirements: Education Bachelor’s Degree. Relevant financial certifications will be advantageous (e.g., CFA, CFP, CAIA, or equivalent). Experience: Minimum 5–10 years of experience in financial advisory, wealth management, or investment...
- ...appropriate You will be an ideal candidate if you: LLB or BCom Financial Planning or similar, PGDip in Financial Planning and CFP® designation. Preference will be given to candidates who also have a PGDip in Tax 5 years or more industry related experience...
- ...with a trust-led advisory style Ability to operate in a fast-paced, unstructured, high-performance environment Nice to Have CFP, CFA, CAIA, CA(SA), or actively working toward a relevant designation Experience with HNW/UHNW clients Exposure to alternative...
- ...implementation, maintain CRM records, and support annual tax and provisional tax calculations. Requirements: Qualifications: CFP designation, or actively studying towards a CFP®, is required. Experience: Minimum 2 - 3 years of experience in a paraplanning or...
- ...Supporting the adviser with implementation of advice and other admin duties Prepare annual tax and provisional tax calculations ~ CFP designation, or actively studying towards CFP, is required ~ Minimum 2 - 3 years' experience in a paraplanning, financial advice...
- ...investment products ~ Exposure to en commandite partnerships, SPV structures, or infrastructure / renewable energy funds ~ CFA, CFP, or postgraduate finance qualification ~ Existing network within the IFA, wealth management, or tax advisory community in South Africa...
- ...RE5 status * Select an option Completed In progress Not yet written Not applicable Highest financial-services qualification * CFP status Select if relevant CFP certified Working toward CFP Postgraduate Diploma completed Not applicable Right to work in South Africa...
- ...Business Development Executive within the financial services industry, with a focus on investments. Certified Financial Planner (CFP) designation. RE5 qualification. Ability to work effectively as part of a team. Strong computer literacy. Excellent communication...
- ...implementation. Minimum Requirement: FSCA recognized Degree - NQF Level 7 RE1 and RE5 CAT I and CAT II license, preferably a KI CFP designation advantageous 5 - 7 years' experience as a Financial Advisor 2 years as Wealth Manager Management experience...
R 250,000 pa
...RE5 status * Select an option Completed In progress Not yet written Not applicable Highest financial-services qualification * CFP status Select if relevant CFP certified Working toward CFP Postgraduate Diploma completed Not applicable Right to work in South Africa...- ...Qualification Degree in Commerce/Finance/ Business Science etc Post Graduate Diploma in Financial Planning Certified Financial Planner (CFP) or studying towards CFP advantageous Regulatory FAIS Exams - RE5 (essential) Cat 1 & 2 highly advantageous Essential...
- ...Successful completion of the supervisory process Advantageous Qualifications Postgraduate Diploma in Financial Planning CFP designation Experience & Knowledge Minimum 2 years’ experience in the Financial Services industry in a sales and advice role (risk...
- ...Degree in Finance, Economics or Accounting. ~ Completed RE5 qualification. ~ Preferred Qualification - Certified Financial Planner (CFP) ~ Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing...
- ...changes. Requirements: Education: BA/BComm LLB or equivalent legal qualification. Advantageous: Formal tax qualification, CFP designation, or deep knowledge of trust and estate taxes. Experience: Preferably an admitted attorney with 10+ years of post-...
- ...Degree in Finance, Economics or Accounting. Completed RE5 qualification. Preferred Qualification - Certified Financial Planner (CFP) Experience - 3 to 5 years' experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment...
- ...requirements, and professional standards. Minimum Requirements Relevant tertiary qualification. Certified Financial Planner (CFP) qualification will be advantageous. 5 - 7 years' experience within the financial services industry, preferably in financial...
- ...required: ~ Relevant Degree in Investment or Economics ~ Preferred Qualification for Wealth Advisor - Certified Financial Planner (CFP) ~3 to 5 years experience as a Wealth Manager with sales and advisory experience with high income clients ~ FAIS experience ~ RE...
- ...Town or willing to work from the Kenilworth office. Valid driver’s licence and reliable transport. Preferred Qualifications CFP designation, or progress toward a recognised advanced financial-planning qualification. Existing AUM above R50 million and strong...
- ...And Experience ~ Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial. ~8 plus years’ experience in an investment industry distribution environment. ~ Extensive experience supporting...
- ...Qualifications And Experience Relevant financial / investment qualification (Financial tertiary qualification is recommended) CFP is advantageous At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management...
- ...Properties, Companies and CC's as part of Estate Administration You will be an ideal candidate if you: LLB degree essential CFP advantageous Minimum of 5 - 8 years' experience administering complex deceased estates/high net worth clients within a Fiduciary...
R 30,000 per month
...management, or relationship banking. NQF 6 FSB-approved qualification. RE5 qualification completed. 120 FAIS credits. CFP qualification will be advantageous. Commercial and Industrial banking knowledge will be advantageous. Ability to work...- ...worth intermediaries. , Requirements , Formal Qualification Bachelor’s degree in commerce or related field essential. CFP and/or investments related honours degree an advantage. RE5. Experience At least 3 to 5 years’ experience within the IFA,...
- ...change initiatives with genuine team buy-in and adoption Qualifications Relevant degree or financial planning qualification (CFP preferred) FAIS fit-and-proper status and relevant regulatory examinations Experience Proven leadership of Financial Planners...